The flow of Closing Deal

Step 1: Company click to "Accept" an opportunity then assign a sales person to take the lead for the sales cycle and associate the corresponding commission scheme, then wait for the sales to "Accept Terms".

Assign Sales_v2.png

Step 2: Once the contract signed, either sales person or company upload the contract and state cleary the total contract value for verification, then wait for "Confirm Contract"


Step 3: Once contract confirmed, an invoice will be automatically issued to the company for commission payment. After settlement, the sales person will be notified. Then they can withdraw the commission.